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The J.M. Smucker Company
SJM · NYSEConsumer Staples — Packaged Food
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Farm & rawinputscrops, commodities, packa…Brands &manufacturersthe companies that make itDistribution &wholesalemoving the palletsRetailchannelsgrocers, clubs & big-boxHouseholdswho actually paysCapital &regulatorswho funds & polices itCGCoffee growersADMArcher-Daniels-MidlandPKGPackaging & ingredientsSJMThe J.M. Smucker CompanyCOFCoffee brandsUNCUncrustables & JifPETPet foodsHOSHostess (Sweet Baked Snacks)DSDWholesalers & DSD fleetsWMTWalmartCOSTCostco WholesaleKRKrogerRETGrocers, clubs & e-commerceHHHouseholds & shoppersAFHRestaurants & institutionsCAPInvestors & lendersREGFood & ad regulators
Company details
Market cap
~$12.3B
Revenue (FY26)
$9.05B
Rev. growth
+4%
Gross margin
33.5%
Adj. EPS
$9.15
Div yield
~4.4%
Free cash flow
~$1.16B
Fwd P/E
~11×
In plain English
A 125-year-old Ohio packaged-food maker that turned its jam-and-jelly roots into four big businesses: it is the #1 US at-home coffee company (Folgers, Café Bustelo, licensed Dunkin'), makes the frozen Uncrustables sandwiches and Jif peanut butter, sells Meow Mix and Milk-Bone pet treats, and — after buying Hostess for ~$5.6B in 2023 — owns Twinkies and Donettes too. Walmart alone is roughly a third of its sales.
In simple terms
What The J.M. Smucker Company really sells
A 125-year-old Ohio packaged-food maker that turned its jam-and-jelly roots into four big businesses: it is the #1 US at-home coffee company (Folgers, Café Bustelo, licensed Dunkin'), makes the frozen Uncrustables sandwiches and Jif peanut butter, sells Meow Mix and Milk-Bone pet treats, and — after buying Hostess for ~$5.6B in 2023 — owns Twinkies and Donettes too. Walmart alone is roughly a third of its sales.
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Risk read
Elevated
SteadierMore speculative
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